Sanchez Wealth Management Group Portfolio Holdings by Sector

Sanchez Wealth Management Group

$347 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JHML IWF SPY IVV DGRW QQQ MTUM COWZ 30 stocks	$328,940 94.89% of portfolio	27	3	7	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5,016 1.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$3,797 1.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX UNP 2 stocks	$1,651 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare TECH 1 stocks	$1,522 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1,270 0.37% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$896 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$550 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services LPLA 1 stocks	$550 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$420 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$380 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$352 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$308 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$304 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$255 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$248 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$211 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts

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